Plan5500

The Deacon 401(K) Plan — Form 5500 plan (Deacon Holdings, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Deacon 401(K) Plan is a benefit plan reported by Deacon Holdings, Inc. under EIN 94-3321764 and plan number 001. The latest loaded filing year is 2023. The filing reports 513 participants and $59,145,495 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Deacon Holdings, Inc.
EIN
94-3321764
Plan number
001
Plan type
2
Location
Citrus Heights, CA
Latest filing year
2023
Participants
513
End-of-year plan assets
$59,145,495

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023513H, C20241014122822NAL0013277795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,145,495
Total liabilities (EOY)
$0
Net assets (EOY)
$59,145,495
Net assets (BOY)
$51,237,196

Income & contributions

Employer contributions
$1,381,171
Participant contributions
$2,819,782
Total contributions
$4,469,088
Total income / additions
$12,852,191

Expenses & distributions

Benefits paid
$4,856,184
Administrative expenses
$87,102
Total expenses
$4,943,892
Net increase / (decrease)
$7,908,299

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCADVISOR$60,624not reported in the loaded dataset2023
Stancorp Financial GroupNONE$49,007not reported in the loaded dataset2023
Bfba, LlpAUDITOR$13,700not reported in the loaded dataset2023

Related Form 5500 pages